Filed June 14, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,318 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,008 |
ALPHAPOINT, INC.5 years Filed as: ALPHAPOINT INC Service code 27 2101 E COAST HWY STE 120 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,695 | $69,823-46.0% | $77,163-51.1% | $74,419-49.3% |
| Participation rate | 93.1% | 70.0%+23.1pp | 69.6%+23.6pp | 70.7%+22.4pp |
| Annual return | 18.43% | 19.98%-1.5pp | 37.87%-19.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,220 | $2,150-43.3% | $2,535-51.9% | $2,637-53.7% |
| Participant deferral / active EE | $3,443 | $3,558-3.2% | $3,833-10.2% | $4,528-24.0% |
| Admin fee / account holder | $89 | $398-77.6% | $5,472-98.4% | $348-74.4% |